ISHARES CUR HDG MSCI EAFE SM (HSCZ) Institutional Shareholders
ISHARES CUR HDG MSCI EAFE SM (HSCZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $92.18M in HSCZ holdings during the latest filing period.
Capital Wealth Management, Llc is currently the largest disclosed institutional shareholder of HSCZ tracked by InsiderSet, reporting ownership valued at approximately $25.24M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $25.11M, representing an estimated loss of -0.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed HSCZ value among the investors covered in this analysis. Major shareholders include Capital Wealth Management, Llc, Ae Wealth Management Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES CUR HDG MSCI EAFE SM (HSCZ).
This page ranks the largest institutional HSCZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
60
Total Reported Value
$92.18M
Largest Holder
Capital Wealth Management, Llc
Largest Position
$25.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital Wealth Management, Llc | 6.07% | 587,317 | $25,242,901 | $25,107,802 | -$135,099 | -0.54% | |
| Ae Wealth Management Llc | 0.05% | 255,584 | $10,140,319 | $10,926,216 | +$785,897 | +7.75% | |
| Lpl Financial Llc | 0.00% | 145,535 | $5,774,102 | $6,221,621 | +$447,519 | +7.75% | |
| Lighthouse Wealth Management Inc. | 3.16% | 118,436 | $5,090,369 | $5,063,139 | -$27,230 | -0.53% | |
| Ipsen Advisor Group Llc | 2.84% | 102,597 | $4,409,637 | $4,386,022 | -$23,615 | -0.54% | |
| Certified Advisory Corp | 0.34% | 96,957 | $4,167,200 | $4,144,912 | -$22,288 | -0.53% | |
| Comprehensive Wealth Management, Llc | 2.01% | 100,257 | $3,977,697 | $4,285,987 | +$308,290 | +7.75% | |
| Cetera Investment Advisers | 0.00% | 98,237 | $3,897,564 | $4,199,632 | +$302,068 | +7.75% | |
| Bank Of America Corp | 0.00% | 94,138 | $3,734,925 | $4,024,400 | +$289,475 | +7.75% | |
| Sachetta, Llc | 1.76% | 84,183 | $3,618,168 | $3,598,823 | -$19,345 | -0.53% | |
| Commonwealth Equity Services, Llc | 0.00% | 79,476 | $3,415,880 | $3,397,599 | -$18,281 | -0.54% | |
| Wescap Management Group, Inc. | 0.34% | 43,941 | $1,743,383 | $1,878,478 | +$135,095 | +7.75% | |
| Envestnet Asset Management Inc | 0.00% | 39,463 | $1,565,706 | $1,687,043 | +$121,337 | +7.75% | |
| Apella Capital, Llc | 0.02% | 35,555 | $1,529,932 | $1,519,976 | -$9,956 | -0.65% | |
| Berkeley, Inc | 0.42% | 30,950 | $1,330,252 | $1,323,113 | -$7,140 | -0.54% | |
| Mml Investors Services, Llc | 0.00% | 32,828 | $1,302,443 | $1,403,397 | +$100,954 | +7.75% | |
| Shepherd Wealth Management Ltd Liability Co | 0.75% | 11,426 | $1,006,516 | $488,462 | -$518,055 | -51.47% | |
| Ifp Advisors, Inc | 0.02% | 20,680 | $888,826 | $884,070 | -$4,756 | -0.54% | |
| Osaic Holdings, Inc. | 0.00% | 22,152 | $878,928 | $946,998 | +$68,070 | +7.74% | |
| Principal Securities, Inc. | 0.01% | 17,457 | $692,611 | $746,287 | +$53,676 | +7.75% | |
| Dynamic Advisor Solutions Llc | 0.02% | 15,592 | $670,144 | $666,558 | -$3,586 | -0.54% | |
| Tounjian Advisory Partners, Llc | 0.23% | 16,136 | $640,188 | $689,814 | +$49,626 | +7.75% | |
| Jane Street Group, Llc | 0.00% | 14,959 | $593,498 | $639,497 | +$45,999 | +7.75% | |
| Raymond James Financial Inc | 0.00% | 14,771 | $586,039 | $631,460 | +$45,421 | +7.75% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 10,618 | $456,376 | $453,920 | -$2,457 | -0.54% | |
| Montis Financial, Llc | 0.08% | 9,250 | $366,986 | $395,438 | +$28,452 | +7.75% | |
| Sigma Planning Corp | 0.01% | 8,941 | $354,734 | $382,228 | +$27,494 | +7.75% | |
| Capital Square, Llc | 0.16% | 8,537 | $353,749 | $364,957 | +$11,208 | +3.17% | |
| Susquehanna International Group, Llp | 0.00% | 8,872 | $351,997 | $379,278 | +$27,281 | +7.75% | |
| Truist Financial Corp | 0.00% | 7,593 | $326,347 | $324,601 | -$1,746 | -0.54% | |
| Glass Jacobson Investment Advisors Llc | 0.10% | 7,551 | $324,555 | $322,805 | -$1,750 | -0.54% | |
| Mercer Global Advisors Inc | 0.00% | 7,578 | $300,669 | $323,960 | +$23,291 | +7.75% | |
| Creative Financial Designs Inc | 0.01% | 6,720 | $288,841 | $287,280 | -$1,561 | -0.54% | |
| Lasalle St. Investment Advisors, Llc | 0.04% | 7,181 | $284,906 | $306,988 | +$22,082 | +7.75% | |
| Brookstone Capital Management | 0.00% | 6,428 | $276,276 | $274,797 | -$1,479 | -0.54% | |
| Great Valley Advisor Group, Inc. | 0.00% | 6,769 | $268,560 | $289,375 | +$20,815 | +7.75% | |
| Sage Mountain Advisors Llc | 0.02% | 6,591 | $261,498 | $281,765 | +$20,267 | +7.75% | |
| Williams & Novak, Llc | 0.16% | 5,680 | $244,126 | $242,820 | -$1,306 | -0.53% | |
| Citadel Advisors Llc | 0.00% | 5,586 | $221,625 | $238,802 | +$17,177 | +7.75% | |
| Private Advisor Group, Llc | 0.00% | 4,891 | $210,216 | $209,090 | -$1,126 | -0.54% | |
| Geneos Wealth Management Inc. | 0.00% | 3,102 | $123,087 | $132,611 | +$9,524 | +7.74% | |
| Western Wealth Management, Llc | 0.00% | 2,026 | $80,381 | $86,612 | +$6,231 | +7.75% | |
| Key Capital Management, Inc | 0.02% | 951 | $40,874 | $40,655 | -$219 | -0.54% | |
| Ubs Group Ag | 0.00% | 766 | $30,391 | $32,747 | +$2,356 | +7.75% | |
| Morgan Stanley | 0.00% | 739 | $29,329 | $31,592 | +$2,263 | +7.72% | |
| Allworth Financial Lp | 0.00% | 684 | $27,138 | $29,241 | +$2,103 | +7.75% | |
| Fmr Llc | 0.00% | 272 | $10,798 | $11,628 | +$830 | +7.69% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 250 | $9,919 | $10,688 | +$769 | +7.75% | |
| Mather Group, Llc. | 0.00% | 230 | $9,885 | $9,833 | -$53 | -0.53% | |
| Cambridge Investment Research Advisors, Inc. | 0.02% | 228,417 | $9,817 | $9,764,827 | +$9,755,010 | +99368.54% |
Frequently asked questions about HSCZ
Who owns the most HSCZ stock?
The largest holders of HSCZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CUR HDG MSCI EAFE SM (HSCZ).
Is HSCZ widely held by superinvestors?
Many widely followed stocks like HSCZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HSCZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.